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Client Dashboard

Every system. One screen.

Calls, chats, leads, jobs, social, reviews, and revenue — pulled into a single real-time dashboard. Stop stitching together eight tools and browser tabs to see how the business is doing.

Real-time · your data, exportable · no lock-in

Call logs
Chats
Leads & pipeline
Jobs
Reviews
One dashboard
Everything on one screen

The whole operation, consolidated.

The front desk, the pipeline, and the numbers usually live in five different apps. We bring them into one view so you can actually run on it.

Front desk

calls & chats

Every call the receptionist takes, every chat and booking — with transcripts and outcomes, not scattered across inboxes.

Pipeline

leads & jobs

Leads, quotes, and jobs in one pipeline — where every deal stands and what needs a nudge, without a separate CRM tab.

Reputation & revenue

reviews & money

New reviews as they land and the revenue numbers that matter — the health of the business at a glance.

We've shipped this for real — see the Roofing All Stars stack →

Built to run on

Not just a pretty chart

Alerts on what matters

A missed call, a hot lead, a new 1-star review — you hear about it, without watching a screen.

Mobile-ready

The same view on the truck as at the desk. Magic-link sign-in — the owner never juggles a password.

Exports & reporting

Pull any view to CSV or a monthly PDF — for the accountant, the partner, or your own records.

Your data, no lock-in

Role-based access, and your data stays yours — export any time and leave with all of it.

How it works

From scattered tools to one screen

01

Connect your tools

We map the systems you already run — phone, CRM, calendar, reviews, billing — and where the data lives.

02

We build your view

One dashboard designed around how you actually run the business, not a generic template.

03

Review & roles

You review the layout and set who sees what. We refine until it fits.

04

Live & iterate

It goes live, and we add views and alerts as the operation grows.

What's included

Every dashboard ships with

  • Every system pulled into one screen — no more tab-hopping
  • Calls, chats, leads, jobs, social, reviews, and revenue side by side
  • Real-time, mobile-ready, with role-based access for your team
  • Alerts + exports on the numbers that matter
  • Your data and dashboard config are yours — export any time, no lock-in
  • Security and legal-risk review before it goes live

See the whole business at a glance.

Tell us the tools you're juggling. We'll come back with a plan to pull them into one dashboard you'll actually use.

Book a call →

questions

Frequently asked

The things people actually want to know before signing a brief.

Calls, chats, leads, jobs, social, reviews, and revenue — your whole operation on one screen, instead of eight tools and a wall of browser tabs.